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Clear Point Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Clear Point Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,728
Closed -$180K – 516
2024
Q3 		$180K Buy
2,728
+876
+47% +$55K 0.14% 113
2024
Q2 		$112K Hold
1,852
– – 0.09% 138
2024
Q1 		$116K Buy
1,852
+28
+2% +$1.66K 0.1% 141
2023
Q4 		$108K Buy
+1,824
New +$97.5K 0.1% 139

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Point Advisors's VO Position: Q4 2024 in Review

Clear Point Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 2,728 shares — an estimated $180K sold.

Clear Point Advisors first reported a position in VO in Q4 2023 and held it in 4 quarters. The position peaked at $180K in Q3 2024. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • Clear Point Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 2,728 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $180K.
  • Clear Point Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Vanguard Mid-Cap ETF position peaked at $180K in Q3 2024.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.